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U.S. Building Products Industry Analysis

UpdatedMar 01, 2026
DataAggregated Company Financials
Companies49
  • 7D-1.2%
  • 3M14.7%
  • 1Y21.3%
  • YTDn/a

The Building Products industry is down 1.2% over the last week with Armstrong World Industries the worst performer, down 13%. Meanwhile, Resideo Technologies actually outperformed within the industry, gaining 5.4% in the last week. In the past year, the industry has gained 21%. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

Has the U.S. Building Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 01 Mar 2026US$428.5bUS$158.4bUS$12.0b23x35.8x2.7x
Tue, 27 Jan 2026US$381.1bUS$163.7bUS$11.6b21x33x2.3x
Thu, 25 Dec 2025US$372.8bUS$163.6bUS$11.6b19.4x32.2x2.3x
Sat, 22 Nov 2025US$346.6bUS$161.0bUS$11.1b17.3x31.3x2.2x
Mon, 20 Oct 2025US$380.6bUS$161.0bUS$12.6b20.4x30.2x2.4x
Wed, 17 Sep 2025US$391.4bUS$160.9bUS$12.5b23.4x31.2x2.4x
Fri, 15 Aug 2025US$408.9bUS$160.7bUS$12.9b23.1x31.8x2.5x
Sun, 13 Jul 2025US$409.3bUS$162.0bUS$14.1b21.4x29.1x2.5x
Tue, 10 Jun 2025US$397.0bUS$163.5bUS$14.0b22x28.3x2.4x
Thu, 08 May 2025US$381.4bUS$163.5bUS$14.1b19.9x27.1x2.3x
Sat, 05 Apr 2025US$341.1bUS$162.6bUS$13.4b18.4x25.5x2.1x
Mon, 03 Mar 2025US$370.4bUS$162.5bUS$13.4b20.9x27.7x2.3x
Wed, 29 Jan 2025US$398.0bUS$163.6bUS$14.3b20.5x27.8x2.4x
Fri, 27 Dec 2024US$396.5bUS$163.6bUS$14.3b20.2x27.7x2.4x
Sun, 24 Nov 2024US$434.2bUS$162.3bUS$14.3b22.1x30.4x2.7x
Tue, 22 Oct 2024US$431.7bUS$164.3bUS$16.4b23.8x26.3x2.6x
Thu, 19 Sep 2024US$408.8bUS$164.3bUS$16.4b22x24.9x2.5x
Sat, 17 Aug 2024US$379.4bUS$164.4bUS$16.4b20.4x23.1x2.3x
Mon, 15 Jul 2024US$381.1bUS$162.7bUS$14.2b21.5x26.8x2.3x
Wed, 12 Jun 2024US$366.2bUS$163.8bUS$14.3b19.8x25.5x2.2x
Fri, 10 May 2024US$375.3bUS$166.4bUS$14.4b21.8x26x2.3x
Sun, 07 Apr 2024US$375.1bUS$165.2bUS$14.7b23.6x25.5x2.3x
Tue, 05 Mar 2024US$363.6bUS$166.7bUS$14.8b23.1x24.5x2.2x
Thu, 01 Feb 2024US$338.7bUS$175.4bUS$15.3b19.5x22.2x1.9x
Sat, 30 Dec 2023US$335.1bUS$175.3bUS$14.8b20.4x22.6x1.9x
Mon, 27 Nov 2023US$298.0bUS$175.2bUS$15.0b17.1x19.9x1.7x
Wed, 25 Oct 2023US$249.5bUS$171.8bUS$14.8b16.5x16.9x1.5x
Fri, 22 Sep 2023US$269.6bUS$171.9bUS$14.8b16.8x18.2x1.6x
Sun, 20 Aug 2023US$279.4bUS$171.9bUS$14.8b17.1x18.9x1.6x
Tue, 18 Jul 2023US$291.0bUS$174.1bUS$15.2b16.4x19.1x1.7x
Thu, 15 Jun 2023US$263.8bUS$174.0bUS$15.2b15.5x17.3x1.5x
Sat, 13 May 2023US$247.9bUS$174.1bUS$15.2b14.6x16.4x1.4x
Mon, 10 Apr 2023US$230.7bUS$175.5bUS$16.6b13.1x13.9x1.3x
Wed, 08 Mar 2023US$256.8bUS$175.5bUS$16.7b14x15.4x1.5x
Price to Earnings Ratio

15.4x


Total Market Cap: US$256.8bTotal Earnings: US$16.7bTotal Revenue: US$175.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Products Industry Price to Earnings3Y Average 25.1x202420252026
Current Industry PE
  • Investors are optimistic on the American Building Products industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 35.5x which is higher than its 3-year average PE of 25.1x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Building Products industry have declined 10% per year over the last three years,
  • Revenues have also declined 3.3% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Building Products compare with similar industries?

US Market-0.57%
Industrials-0.32%
Building-1.18%
Building Products-1.18%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
REZI Resideo TechnologiesUS$38.705.4%
+US$355.7m		101.5%PS0.8x
JCI Johnson Controls InternationalUS$144.300.4%
+US$312.2m		68.5%PE46.2x
LII Lennox InternationalUS$569.941.6%
+US$310.8m		-5.2%PE24.6x
CARR Carrier GlobalUS$64.400.4%
+US$217.3m		-0.6%PE37x
WMS Advanced Drainage SystemsUS$171.340.4%
+US$56.9m		53.8%PE28.4x

Latest News

TT
US$462.32
Trane Technologies
7D
-1.0%
1Y
30.7%
TGLS
US$45.56
Tecnoglass
7D
-11.1%
1Y
-38.1%
CARR
US$64.40
Carrier Global
7D
0.4%
1Y
-0.6%
MOD
US$227.25
Modine Manufacturing
7D
0.4%
1Y
168.7%

MOD: Data Center Cooling Margins And Execution Will Shape Future AI Opportunity

Narrative Update The analyst price target for Modine Manufacturing has shifted modestly higher to $251.14. Analysts point to the company's role as a one stop provider of thermal solutions for data center cooling and refrigeration, along with expectations for stronger profit margins and a lower future P/E multiple.
REZI
US$38.70
Resideo Technologies
7D
5.4%
1Y
101.5%
CSL
US$394.77
Carlisle Companies
7D
-3.5%
1Y
15.8%

CSL: Steady Outlook Suggests Buybacks And Acquisitions Will Shape Future Returns

Analysts have kept their Carlisle Companies price target steady at $389.75, reflecting only small tweaks to assumptions such as discount rate, profit margin and future P/E rather than a change in their overall view of the stock. What's in the News Carlisle Companies issued earnings guidance for 2026, expecting consolidated revenue to be up by a low single digit percentage year over year.
AZZ
US$135.98
AZZ
7D
0.8%
1Y
41.5%

AZZ: Future Fair Value Will Depend On FY27 Framework And Measured M&A Plans

The updated analyst price target for AZZ edges higher to about $140 from roughly $134, with analysts pointing to refreshed FY27 sales, EBITDA, and EPS forecasts along with recent commentary on internal execution as key supports for this shift. Analyst Commentary Recent research updates reflect a mix of optimism and caution around AZZ, with price targets moving higher alongside refreshed FY27 guidance and commentary on internal execution.
AWI
US$173.50
Armstrong World Industries
7D
-12.8%
1Y
12.9%

AWI: Leadership Shift And 2026 Earnings Outlook Will Support Future Pricing Power

Analysts have nudged their price target for Armstrong World Industries higher to $211.10, citing modest adjustments to discount rate assumptions, slightly firmer revenue growth and profit margin expectations, and a lower future P/E multiple in their updated models. What's in the News Armstrong World Industries issued earnings guidance for 2026, with expected net sales between $1.745 billion and $1.785 billion.
OC
US$122.07
Owens Corning
7D
-8.0%
1Y
-20.8%

OC: Higher Dividend And Steady Assumptions Will Support Future Returns

Analysts have raised their price target on Owens Corning by about $0.63 to roughly $138, reflecting updated assumptions around discount rates, profitability and future P/E, even without new Street research since the last review. What's in the News Owens Corning's Board of Directors declared a quarterly cash dividend of $0.79 per common share.
BLDR
US$104.29
Builders FirstSource
7D
-5.7%
1Y
-25.0%
UFPI
US$102.91
UFP Industries
7D
-6.2%
1Y
-3.8%
WMS
US$171.34
Advanced Drainage Systems
7D
0.4%
1Y
53.8%
MAS
US$71.62
Masco
7D
-4.7%
1Y
-4.7%

MAS: Capital Returns And Higher Future P/E Will Drive Bullish Repricing

Analysts have raised their Masco price target from $86.00 to about $93.83. They cite updated fair value estimates, a slightly higher discount rate, more measured expectations for revenue growth and profit margins, and a higher assumed future P/E multiple as key factors in this revision.
JCI
US$144.30
Johnson Controls International
7D
0.4%
1Y
68.5%

JCI: Applied HVAC Supercycle And AI Cooling Demand Will Drive Upside

Our analyst price target for Johnson Controls International has been raised from $156.39 to $170.00, reflecting updated assumptions on revenue growth, margins, and future P/E. These are broadly in line with a series of recent price target increases from Street analysts, following their refreshed views on HVAC demand and AI related orders.
LII
US$569.94
Lennox International
7D
1.6%
1Y
-5.2%

LII: Commercial Expansion And Buybacks Will Support Steady Balanced Long Term Outlook

Analysts have inched their price target for Lennox International slightly higher to $555.69 from $555.40, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Lennox International plans an Analyst and Investor Day to outline its operational progress, business priorities, and new long term growth targets, giving investors more detail on the company’s direction.
AOS
US$78.00
A. O. Smith
7D
0.2%
1Y
17.3%